Why invest in a fund:

An investment fund is a means of pooling financial resources that are managed by an experienced professional. It is often a portfolio of diversified securities (shares, bonds, convertibles, cash, etc.), managed according to a specific strategy or invested in a particular sector.
All Richelieu Finance funds are managed according to our "Gestion Cardinale" principles.

The advantages of investing in a fund:

• Simplicity : once you have subscribed your share, the management and billing of fees is automatic. The return reported is your net profit (before tax).

• Diversity : the risks are spread better, out as the fund is invested in a large number of securities, in different business sectors or geographical regions, in order to reduce the volatility (risk) of your investment.

• Performance : funds are managed in real time on the markets and investments can therefore be switched easily according to (factors) new information influencing stock prices.

• Accessibility : our funds are listed daily to enable you to sell all or part of your shares or to switch quickly to another fund.

• Tax-friendly : you only need to pay taxes when you sell your shares. This way, you save the taxes you would have to pay if you managed the stocks directly.

How to subscribe

If you are an individual investor :

Our client advisors are ready to take your call at the following number +33 1 42 89 00 00 from 8am to 7pm.

• If you already are a Richelieu Finance client :

Your advisors and fund managers are available to help you choose between our funds and invest quickly in the account of your choice (share account, PEA share savings account, life insurance, capitalisation contract, etc.)

• If you are not a Richelieu Finance client as of yet :

Contact one of our client advisors who will be able to help you open an account for you or transfer an existing account to allow you to invest under the best possible conditions. We will handle all the necessary administrative procedures related to the transfer of your account.

Each of our funds has an ISIN code (formerly SICOVAM). They can be subscribed directly through your usual bank within Europe.

If you are an independent wealth management advisor :

We invite you to refer to our services specifically geared to your needs in the professionals’ section

If you are an institutional investor:

Our dedicated team is at your disposal.